Silver Oak Securities’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Silver Oak Securities’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Sell	1,913 -434	-18%	-$45.6K	0.01%	732
2026 Q1	$228K	Buy	2,347 +17	+0.7%	+$1.7K	0.02%	691
2025 Q4	$227K	Buy	2,330 +7	+0.3%	+$673	0.02%	725
2025 Q3	$224K	Buy	2,323 +96	+4%	+$9.1K	0.02%	672
2025 Q2	$205K	Buy	+2,227	New	+$192K	0.02%	639
2025 Q1	–	Sell	-2,453	Closed	-$217K	–	681
2024 Q4	$217K	Buy	2,453 +11	+0.5%	+$998	0.02%	577
2024 Q3	$215K	Buy	2,442 +94	+4%	+$7.92K	0.02%	478
2024 Q2	$190K	Buy	2,348 +87	+4%	+$7.08K	0.03%	387
2024 Q1	$190K	Buy	+2,261	New	+$179K	0.03%	383

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Silver Oak Securities's IWR Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares Russell Mid-Cap ETF (IWR) stake by 18% in Q2 2026, selling an estimated $45.6K and leaving 1,913 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #732.

Silver Oak Securities first reported a position in IWR in Q1 2024 and has held it in 9 quarters since. The position peaked at $228K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Silver Oak Securities held 1,913 shares of iShares Russell Mid-Cap ETF worth $211K as of Q2 2026.
Silver Oak Securities sold 434 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $45.6K.
iShares Russell Mid-Cap ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #732 holding.
Silver Oak Securities first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Silver Oak Securities's iShares Russell Mid-Cap ETF position peaked at $228K in Q1 2026.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.